George Middlehurst - Heritage Financial Planning
George Middlehurst - Chartered Financial Planner
Chartered Financial Planner​

George Middlehurst

As one of the founding directors at Heritage, I have a deep passion for delivering expert financial advice and making sure all of my client’s needs and goal are met.

About George Middlehurst

After graduating from the University of Leeds in 2015, I embarked on a fulfilling journey in the Financial Services industry, amassing over 7 years of valuable experience. Over the course of my career, I have honed my expertise in diverse aspects of financial planning, including investments, retirement planning, and estate planning.

Throughout my career, I have assumed various roles within an advice firm, progressing to the position of Independent Financial Adviser and eventually gaining the coveted qualification of Chartered Financial Planner. However, driven by a desire for greater independence and the opportunity to make a more significant impact, I made the decision to co-found Heritage Financial Planning Ltd alongside Alex and Nick.

My specialisms include cashflow planning to help clients enjoy a happy stress-free retirement. Along with Pension and Investment planning to help clients fulfil their long-term goals. To achieve this, I adopt a personalised approach to financial planning, tailoring my advice to suit the unique needs and circumstances of each individual.

Outside of work, I enjoy all things sports including Water Polo, Brazilian Ju-Jitsu, Rowing, Cycling and Fishing. Along with having recently completed an Ironman to raise money for Breast Cancer, a cause close to my heart.

Google Rating
5.0
Based on 32 reviews
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We are a family run business of Independent Financial Advisers, that specialises in providing trusted advice from navigating retirement and optimising your income, through to buying your first home. You will always be treated as a person and not a number, with many of our clients having been with us for decades.